Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IYY 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IUSV 1000.00%
9 EXI 1000.00%
10 IVE 1000.00%
11 IWR 1000.00%
12 IVV 1000.00%
13 IWB 1000.00%
14 JKJ 1000.00%
15 SUPL 3.40%
16 LSAT 3.11%
17 XTN 2.55%
18 SPDV 1.77%
19 QDIV 1.57%
20 FTXR 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.86M (11.91%) -508.32K
Decreased by -3.67%
Sep 30, 23
2 BlackRock Inc 13.84M (11.89%) -293.17K
Decreased by -2.12%
Sep 30, 23
3 Arnhold & S. Bleichroeder Advisers, LLC 9.42M (8.10%) -174.76K
Decreased by -1.85%
Sep 30, 23
4 State Street Corporation 8.20M (7.05%) -191.60K
Decreased by -2.34%
Sep 30, 23
5 Geode Capital Management, LLC 2.76M (2.37%) 54.60K
Increased by +1.98%
Sep 30, 23
6 Amvescap Plc. 2.15M (1.85%) 280.18K
Increased by +13.05%
Sep 30, 23
7 Ancora Advisors LLC 2.12M (1.82%) -16.10K
Decreased by -0.76%
Sep 30, 23
8 Clarkston Capital Partners, LLC 2.05M (1.76%) -55.24K
Decreased by -2.69%
Sep 30, 23
9 ProShare Advisors LLC 1.86M (1.60%) 82.92K
Increased by +4.45%
Sep 30, 23
10 Citadel Advisors Llc 1.72M (1.47%) 1.51M
Increased by +87.77%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.71M (1.47%) 52.57K
Increased by +3.07%
Sep 30, 23
12 Wellington Management Company LLP 1.69M (1.45%) 280.94K
Increased by +16.65%
Sep 30, 23
13 Pacer Advisors, INC. 1.65M (1.42%) 505.52K
Increased by +30.65%
Sep 30, 23
14 Parnassus Investments, LLC 1.57M (1.35%) -421.36K
Decreased by -26.87%
Sep 30, 23
15 Goldman Sachs Group Inc 1.56M (1.34%) 532.07K
Increased by +34.15%
Sep 30, 23
16 Northern Trust Corp 1.54M (1.32%) 211.09K
Increased by +13.74%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 1.39M (1.19%) -243.50K
Decreased by -17.53%
Sep 30, 23
18 Royal Bank of Canada 1.34M (1.15%) 154.38K
Increased by +11.53%
Sep 30, 23
19 JPMorgan Chase & Co 1.30M (1.12%) -152.78K
Decreased by -11.74%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 1.13M (0.97%) 45.88K
Increased by +4.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 6.69M (5.75%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.47M (2.98%) 4.08K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.84M (2.44%) 28.23K
Increased by +0.99%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 2.52M (2.16%) 2.08K
Increased by +0.08%
Nov 30, 23
5 ProShares S&P 500 Dividend Aristocrats 1.88M (1.61%) 0.00
Increased by 0.00%
Dec 29, 23
6 SPDR® S&P Dividend ETF 1.70M (1.46%) 0.00
Increased by 0.00%
Dec 31, 23
7 Pacer US Cash Cows 100 ETF 1.58M (1.36%) 6.27K
Increased by +0.40%
Dec 29, 23
8 SPDR® S&P 500 ETF Trust 1.44M (1.23%) -10.07K
Decreased by -0.70%
Dec 31, 23
9 Clarkston Capital SMID Composite 1.40M (1.20%) -6.54K
Decreased by -0.47%
Sep 30, 23
10 iShares MSCI USA Min Vol Factor ETF 1.38M (1.18%) 2.46K
Increased by +0.18%
Dec 29, 23
11 Fidelity® 500 Index 1.36M (1.17%) 8.63K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.16M (1.00%) 690.00
Increased by +0.06%
Dec 29, 23
13 Invesco S&P 500® Equal Weight ETF 1.12M (0.96%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Value Index Inv 946.60K (0.81%) 540.00
Increased by +0.06%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 890.39K (0.76%) -3.78K
Decreased by -0.42%
Nov 30, 23
16 Vanguard Institutional Index I 777.43K (0.67%) 1.07K
Increased by +0.14%
Nov 30, 23
17 First Eagle Amundi International AU-C 771.48K (0.66%) -13.06K
Decreased by -1.69%
Nov 30, 23
18 First Trust Value Line® Dividend ETF 760.85K (0.65%) -11.79K
Decreased by -1.55%
Dec 28, 23
19 Vanguard Dividend Appreciation ETF 670.85K (0.58%) 4.72K
Increased by +0.70%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 555.58K (0.48%) -900.00
Decreased by -0.16%
Dec 31, 23